See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,730 | $80,673-12.3% | $101,326-30.2% | $84,808-16.6% |
| Participation rate | 98.0% | 77.8%+20.2pp | 81.5%+16.5pp | 68.3%+29.7pp |
| Annual return | 20.11% | 38.95%-18.8pp | 36.82%-16.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,265 | $2,698+21.0% | $3,665-10.9% | $2,631+24.1% |
| Participant deferral / active EE | $14,622 | $6,840+113.8% | $7,994+82.9% | $4,212+247.2% |
| Admin fee / account holder | $1,429 | $12,784-88.8% | $11,185-87.2% | $7,344-80.5% |